J R Decd & E D Morgan Memorial Trust Fund 97306320 is a 501(c)(3) organization based in Milwaukee, Wisconsin, registered in 1970, with $35,138 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$35K
▲ 438.6% vs prior year
Expenses (FY2024)
$20K
Net assets
$247K
Employees
—
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for J R Decd & E D Morgan Memorial Trust Fund 97306320— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For J R Decd & E D Morgan Memorial Trust Fund 97306320: 151 mo reserves · +44% margin earns a B+ on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for J R Decd & E D Morgan Memorial Trust Fund 97306320— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For J R Decd & E D Morgan Memorial Trust Fund 97306320: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $8,113 (FY2013) to $35K (FY2024) across 12 reported years.
Financial snapshot
Operating margin
44.3%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$247K
Total liabilities
$0
Net assets
$247K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $35,138▲439% | $19,586▲17.6% | $246,531▲6.7% | $246,531▲6.7% | 990PF |
| 2023 | $6,524▼30.7% | $16,655▼13.8% | $230,976▼4.2% | $230,976▼4.2% | 990PF |
| 2022 | $9,419▼75.2% | $19,318▲16.6% | $241,106▼3.9% | $241,106▼3.9% | 990PF |
| 2021 | $37,949▲184% | $16,569▼37.8% | $251,006▲9.3% | $251,006▲9.3% | 990PF |
| 2020 | $13,385▲94.3% | $26,627▲96.0% | $229,625▼5.5% | $229,625▼5.5% | 990PF |
| 2019 | $6,889▼66.8% | $13,582▲6.5% | $242,950▼2.7% | $242,950▼2.7% | 990PF |
| 2018 | $20,768▲2.5% | $12,749▼50.3% | $249,648▲3.3% | $249,648▲3.3% | 990PF |
| 2017 | $20,266▲248% | $25,676▲129% | $241,626▼2.2% | $241,626▼2.2% | 990PF |
| 2016 | $5,825▼72.8% | $11,194▼51.3% | $247,037▼2.1% | $247,037▼2.1% | 990PF |
| 2015 | $21,401▲50.6% | $22,974▲20.0% | $252,453▼0.6% | $252,453▼0.6% | 990PF |
| 2014 | $14,209▲75.1% | $19,142▲48.2% | $254,025▼1.9% | $254,025▼1.9% | 990PF |
| 2013 | $8,113 | $12,920▼49.3% | $258,958▼1.8% | $258,958▼1.8% | 990PF |
| 2012 | — | $25,495▲43.1% | $263,678▼5.1% | $263,678▼6.9% | 990PF |
| 2011 | — | $17,817▲44.2% | $277,715▲3.5% | $283,323▲5.6% | 990PF |
| 2010 | — | $12,356 | $268,292 | $268,292 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Data for J R Decd & E D Morgan Memorial Trust Fund 97306320 (EIN 93-6041009) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.